DE BURLO GROUP INC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$441,270
Net value change ($000)
-382,645 (-46.4%)
New positions
16
Sold out positions
7
Turnover %
30.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BN 17,969 NEW
EQT 9,285 NEW
WY 5,572 174.2%
SEI 4,747 NEW
TSLA 4,694 NEW
CEG 4,189 NEW
CORZ 3,985 NEW
CRWD 3,904 NEW
SNOW 3,393 NEW
EWJ 3,031 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWM -33,483 -100.0%
BRK-B -29,545 -91.0%
ORLY -26,982 -77.5%
AMZN -24,174 -60.6%
GS -22,275 -64.6%
ADSK -21,981 -59.3%
LLY -21,583 -46.9%
IEMG -20,835 -70.3%
MSFT -19,489 -50.1%
NVO -18,471 -96.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type